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Novartis
NVS

Overview Fund Activity

939 hedge funds and large institutions have $23.3B invested in Novartis in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 313 increasing their positions, 375 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+21
Holders Change %
+2.29%
% of All Funds
25.05%
Holding in Top 10
69
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+11.29%
% of All Funds
1.84%
New
83
Increased
313
Reduced
375
Closed
51
Calls
$43.8M
Puts
$31.2M
Net Calls
+$12.6M
Net Calls Change
-$93.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$438M
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$176M
3
Franklin Resources
3
Franklin Resources
California
$363M
4
Jennison Associates
4
Jennison Associates
New York
$76.2M
5
TCIM
5
TIAA CREF Investment Management
New York
$67.7M

Top Sellers

1
SSM
1
Sound Shore Management
Connecticut
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$7.31M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$85.5M
4
BTS
4
BB&T Securities
Virginia
$546M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
676
Courier Capital
New York
$440K – – –
RMDI
677
R.M. Davis Inc
Maine
$436K +$89.7K +1,016 +26%
NG
678
NatWest Group
United Kingdom
$433K -$91K -1,030 -17%
SCM
679
SOL Capital Management
Maryland
$433K – – –
1SB
680
1ST Source Bank
Indiana
$433K +$5.75K +65 +1%
PFM
681
Parsec Financial Management
North Carolina
$433K +$76.4K +864 +21%
SAM
682
Security Asset Management
New York
$431K – – –
UR
683
USCA RIA
Texas
$427K +$11.4K +129 +3%
WTB
684
Washington Trust Bank
Washington
$406K -$28K -317 -6%
IWM
685
Integrated Wealth Management
California
$406K +$406K +4,606 New
OAM
686
Occidental Asset Management
California
$404K – – –
MPI
687
Mairs & Power Inc
Minnesota
$402K -$19.7K -223 -5%
SNT
688
Security National Trust
West Virginia
$399K -$4.95K -56 -1%
GIA
689
Guyasuta Investment Advisors
Pennsylvania
$392K -$60.7K -687 -13%
LA
690
Lau Associates
Delaware
$392K -$49.3K -558 -11%
LJHT
691
Laurie J. Hall Trustee
$390K – – –
FBT
692
First Bankers Trust
Kentucky
$390K +$34.5K +390 +10%
CWM
693
Concert Wealth Management
California
$388K -$7.57K -201 -2%
MSS
694
Mitchell Sinkler & Starr
Pennsylvania
$387K – – –
BP
695
Ballentine Partners
Massachusetts
$383K -$1.08M -12,254 -74%
NDSI
696
Newman Dignan & Sheerar Inc
Rhode Island
$382K – – –
CIA
697
Capital Investment Advisors
Georgia
$381K -$10.3K -117 -3%
FAAM
698
First Allied Asset Management
California
$381K +$84.2K +973 +28%
SYBT
699
Stock Yards Bank & Trust
Kentucky
$379K +$6.37K +72 +2%
AIA
700
Alerus Investment Advisors
Minnesota
$379K +$87.6K +990 +30%
26 27
28
29 30